Institutional Ownership Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS). We have compiled data on the 670 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
133,900
shares
|
$6.2 Million
0.62% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
132,645
shares
|
$6.14 Million
1.16% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
132,045
shares
|
$6.12 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
131,892
shares
|
$6.11 Million
0.95% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
127,938
shares
|
$5.93 Million
5.32% of portfolio
|
Q1 2025
New holding
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
123,367
shares
|
$5.71 Million
1.54% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
122,204
shares
|
$5.66 Million
0.08% of portfolio
|
Q4 2024
Added 60.91%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
121,121
shares
|
$5.61 Million
0.47% of portfolio
|
Q1 2025
Added 1697.31%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
121,022
shares
|
$5.61 Million
2.7% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
119,782
shares
|
$5.55 Million
0.32% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
115,910
shares
|
$5.37 Million
3.99% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
112,026
shares
|
$5.19 Million
1.61% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
109,075
shares
|
$5.05 Million
0.65% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
108,370
shares
|
$5.02 Million
0.4% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
107,995
shares
|
$5 Million
2.31% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
107,734
shares
|
$4.99 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
106,095
shares
|
$4.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
105,867
shares
|
$4.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
105,700
shares
|
$4.9 Million
5.31% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
105,151
shares
|
$4.87 Million
1.26% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
104,742
shares
|
$4.85 Million
0.0% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
104,741
shares
|
$4.85 Million
0.22% of portfolio
|
Q1 2025
Reduced 82.87%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
104,597
shares
|
$4.84 Million
2.96% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
104,328
shares
|
$4.83 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
103,780
shares
|
$4.81 Million
0.08% of portfolio
|
Q1 2025
Added 5.02%
|